i3 draws a fantastic colorful graph for Jaks looks like "may" intersect 20 sen soon continous drop continous drop continous drop as the company gets more and more bankrupt
as the company share prices drop more, i3 forumers gets more thuggish and gangsteristic. The Gangster Ratio Theory ........ for failing companies works again
Aseng or person concern, please add me back to the private chat group ( previously adminstrated by DK66 and Aseng. Lately, I am unable to access to thus chat group. Thx
@garychee8, if there is really shortage of coal for the power generation, the impact on the profitability of Jaks JV IPP would be small, if any, as most of the payments received are from ensuring the power plant available for power generation. Although Vietnam has its own local coal production, however it may need to import some coal if the country continue to build coal power plants.
Most of the payment come from capacity availability. Payment from power generation is much smaller and may not even profitable if the plant efficiency is below agreed rate.
Some talk with facts n figure , some talk with invented facts with ulterior motives,some talk rubbish to scare investor and hope for price to drop to 30,which category you are ,you know yourself
A 50MW Solar farm will cost about RM 200 million. So you can work out after paying back interest and principle for the bank loans what will be the profit fpr JAKS?
are you accusing Jaks management of borrowing those 59 rubber stamps from Serba to increase the solar plant costs? and pocket the money?
:)
Sslee
A 50MW Solar farm will cost about RM 200 million. So you can work out after paying back interest and principle for the bank loans what will be the profit fpr JAKS?
assuming same structure of capacity and energy payment . If gross electricity output is 2.043Bkwh than net grid electricity sold = 1.84Bkwh (about10% less). Hence income for JHDP = 52mil. The highest distribution so far was 43.4mil in Qtr3 of 2021. (If i recall, there were some operations issues in that qtr). Hence given machine is fully optimized now....profit in the rm50M ballpark is likely ! Welcome other inputs.
False alarm. If use entirely china manufactured system the cost not much changes, China to Malaysia shipping is much cheaper, another plus point under RCEP simpler logistics with reduced tax.
IBs cannot be wrong all the time. When they downgraded the glove stocks, everyone still bullish about it. IBs were blamed for cooperating with shortists to bring down the price.
lose RM200 million if do like that u think it limit up?
thats like 10 ACE listed counters .... all 10 go bankrupt.
Posted by luckyman > 3 weeks ago | Report Abuse
The low hanging fruits for Jaks are buying the additional 10% in the Vietnam power plant and disposing of the malls immediately.
Won't be surprised to see its share price shoot up drastically if it does these two simultaneously as it will become a pure power & profit generating company.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
i3lurker
14,390 posts
Posted by i3lurker > 2022-04-04 20:41 |
Post removed.Why?